Personal Financial Counselor- Helena, MT

Primary Responsibilities

• Provide one-on-one counseling, consultation with a commander or with another provider or staff, conduct briefings and presentations, or provide referral resources to a participant outside the context of a counseling session.
• Work closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.
• Offer personal financial counseling and management services directly to service members and their families.
• Aid service members in establishing a spending plan for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops, including but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
• Respond to requests for age-appropriate classes or seminars.

Other Duties

• Utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications and secure video teleconferencing.
• Manage duty to warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
• Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

Requirements

• Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish.
• Be able to obtain a favorably adjudicated Tier 2 investigation.
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Qualifications

• Bachelor's Education - Preferred
• License and Certifications - Required: AFC, CFP, ChFC, DL (Valid In State)
• Other Licenses and Certifications - Preferred: DL (Valid In State)

Benefits

The position is eligible for short-term incentives as well as a comprehensive benefits package offered by Magellan Health, Inc., including a broad range of health, life, voluntary and other benefits and perks that enhance physical, mental, emotional, and financial wellbeing.